"To support our bull case, we believe that [Oracle] will likely raise incremental debt (we are assuming an additional $20bn of debt) to meet this bull case, which at a 5% interest rate would increase ...

We’ve all become accustomed to NVIDIA’s NVDA stellar story, which has been fueled by unrelenting demand for its AI chips.

Nvidia (NASDAQ: NVDA) shares declined 2.5% to close at $167.03 on July 22 as investors engaged in profit-taking following the stock's post-earnings rally. Approximately 183 million shares of the ...

Trump’s AI Action Plan drops Wednesday, and AI stocks like NVIDIA are priced for perfection. Here’s why I’m taking a sell-the-news approach with an August 15 $170 NVDA put—and what could go wrong (or ...

Micron Technology (NASDAQ:MU) announced on Tuesday that it has launched a high-density, radiation-tolerant SLC NAND chip, marking its first space-qualified memory product and expanding its footprint ...

Industry insiders now point to three main factors behind the hold-up. First, Microsoft’s upcoming Windows release, further ...

President Donald Trump has threatened to levy higher tariffs on more than two dozen countries and on various products in the past few months. China in particular has been a target of the ...

Analysts tracked by FactSet expect Alphabet to generate $13.1 billion in Google Cloud revenue, which would be up 26.8% from a year earlier. However, Morningstar analyst Malik Ahmed Khan expects growth ...

Amazon has launched a flurry of AI products and services, and it recently overhauled its Alexa voice assistant with the ...

ChatGPT 's CEO Sam Altman has a bold vision for the future of AI, something other big tech can’t compete with: one powered by ...

The White House on Wednesday intends to publish a plan that calls for the export of American AI technology abroad and a ...

US AI companies NVIDIA , AMD, and Broadcom are likely to receive licenses to ship to China at levels consistent with the ...